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Moderate Allocationor search across All Categories

Statistics as of May 01, 2025

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Found total of 222 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
6.8%
Total Assets
$56M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.9%
3yr Sharpe
0.30
YTD Return
-4.1%
3yr Return
22.1%
1yr Return
3.2%
Total Assets
$412M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
5.25%
TTM Yield
6.1%
3yr Sharpe
-0.08
YTD Return
2.2%
3yr Return
8.7%
1yr Return
20.7%
Total Assets
$656M
6M Money Flow
-
Moderate Allocation
Expense Ratio
4.43%
TTM Yield
6.4%
3yr Sharpe
0.03
YTD Return
6.7%
3yr Return
16.0%
1yr Return
26.0%
Total Assets
$871M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.2%
3yr Sharpe
-0.05
YTD Return
3.0%
3yr Return
13.5%
1yr Return
7.4%
Total Assets
$72M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
4.05%
TTM Yield
6.7%
3yr Sharpe
0.31
YTD Return
1.9%
3yr Return
26.2%
1yr Return
10.5%
Total Assets
$42M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
4.9%
3yr Sharpe
-0.26
YTD Return
7.3%
3yr Return
-2.8%
1yr Return
24.3%
Total Assets
$380M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
3.62%
TTM Yield
2.7%
3yr Sharpe
0.09
YTD Return
4.0%
3yr Return
16.3%
1yr Return
7.1%
Total Assets
$48M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.80
YTD Return
4.9%
3yr Return
34.1%
1yr Return
14.8%
Total Assets
$803M
6M Money Flow
$115M
Moderate Allocation
Expense Ratio
2.93%
TTM Yield
7.3%
3yr Sharpe
-0.04
YTD Return
4.9%
3yr Return
12.6%
1yr Return
24.9%
Total Assets
$110M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
2.66%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
-1.7%
3yr Return
22.5%
1yr Return
7.1%
Total Assets
$66M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
-2.1%
3yr Return
17.7%
1yr Return
8.1%
Total Assets
$270M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.2%
3yr Sharpe
0.07
YTD Return
-0.4%
3yr Return
16.8%
1yr Return
8.2%
Total Assets
$131M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
2.25%
TTM Yield
8.9%
3yr Sharpe
-0.66
YTD Return
1.0%
3yr Return
5.0%
1yr Return
1.1%
Total Assets
$256M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
2.16%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
-1.2%
3yr Return
21.8%
1yr Return
7.4%
Total Assets
$1M
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
-1.0%
3yr Return
21.5%
1yr Return
7.8%
Total Assets
$2M
6M Money Flow
$108K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
6.9%
3yr Sharpe
0.12
YTD Return
0.0%
3yr Return
17.5%
1yr Return
7.5%
Total Assets
$43M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.24
YTD Return
-0.6%
3yr Return
21.5%
1yr Return
8.0%
Total Assets
$839K
6M Money Flow
-$25K
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.53
YTD Return
0.3%
3yr Return
-1.2%
1yr Return
4.3%
Total Assets
$18M
6M Money Flow
-$449K
Moderate Allocation
Expense Ratio
1.78%
TTM Yield
2.5%
3yr Sharpe
-0.22
YTD Return
1.3%
3yr Return
8.1%
1yr Return
6.2%
Total Assets
$34M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.7%
3yr Sharpe
0.14
YTD Return
-7.9%
3yr Return
21.3%
1yr Return
7.8%
Total Assets
$682M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
1.69%
TTM Yield
2.0%
3yr Sharpe
-0.09
YTD Return
1.8%
3yr Return
11.1%
1yr Return
7.6%
Total Assets
$32M
6M Money Flow
-$853K
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-6.5%
3yr Return
-
1yr Return
-1.0%
Total Assets
$66M
6M Money Flow
$20M
Moderate Allocation
Expense Ratio
1.62%
TTM Yield
1.6%
3yr Sharpe
0.05
YTD Return
1.0%
3yr Return
15.7%
1yr Return
10.8%
Total Assets
$39M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.6%
3yr Sharpe
0.13
YTD Return
-0.7%
3yr Return
18.0%
1yr Return
8.3%
Total Assets
$51M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.46%
TTM Yield
0.5%
3yr Sharpe
0.02
YTD Return
-1.8%
3yr Return
15.3%
1yr Return
5.7%
Total Assets
$365M
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.4%
3yr Sharpe
0.34
YTD Return
-3.6%
3yr Return
30.3%
1yr Return
4.5%
Total Assets
$58M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
0.9%
3yr Sharpe
1.06
YTD Return
5.9%
3yr Return
100.8%
1yr Return
56.4%
Total Assets
$63M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
0.05
YTD Return
-1.3%
3yr Return
15.6%
1yr Return
5.6%
Total Assets
$33M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
9.4%
Total Assets
$38M
6M Money Flow
$792K
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
-0.1%
3yr Return
28.5%
1yr Return
12.0%
Total Assets
$256M
6M Money Flow
$16M
Moderate Allocation
Expense Ratio
1.32%
TTM Yield
2.0%
3yr Sharpe
0.00
YTD Return
7.4%
3yr Return
13.7%
1yr Return
13.0%
Total Assets
$75M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.1%
3yr Sharpe
-0.10
YTD Return
-2.6%
3yr Return
10.5%
1yr Return
5.2%
Total Assets
$91M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-6.4%
3yr Return
-
1yr Return
0.8%
Total Assets
$65M
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.4%
3yr Sharpe
0.41
YTD Return
-0.4%
3yr Return
27.9%
1yr Return
9.2%
Total Assets
$6B
6M Money Flow
-$173M
Moderate Allocation
Expense Ratio
1.23%
TTM Yield
2.6%
3yr Sharpe
0.23
YTD Return
-0.5%
3yr Return
22.0%
1yr Return
10.1%
Total Assets
$2B
6M Money Flow
-$94M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
2.8%
3yr Sharpe
-0.83
YTD Return
-0.7%
3yr Return
4.6%
1yr Return
4.3%
Total Assets
$33M
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.44
YTD Return
-5.4%
3yr Return
-1.0%
1yr Return
-1.0%
Total Assets
$12M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
0.15
YTD Return
-3.6%
3yr Return
18.5%
1yr Return
9.0%
Total Assets
$176M
6M Money Flow
$10M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.4%
3yr Sharpe
0.24
YTD Return
-1.4%
3yr Return
22.5%
1yr Return
8.7%
Total Assets
$51M
6M Money Flow
$553K
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
4.7%
3yr Sharpe
0.14
YTD Return
0.5%
3yr Return
18.6%
1yr Return
10.2%
Total Assets
$41M
6M Money Flow
-$196M
Moderate Allocation
Expense Ratio
1.18%
TTM Yield
2.3%
3yr Sharpe
0.18
YTD Return
-1.6%
3yr Return
20.8%
1yr Return
6.2%
Total Assets
$101M
6M Money Flow
-$11M